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Fomento Económico Mexicano

312 hedge funds and large institutions have $6.4B invested in Fomento Económico Mexicano in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 307312 (+5)

0.03% more ownership

Funds ownership: 3.01%3.04% (+0.03%)

5% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $10.6M

8% less capital invested

Capital invested by funds: $6.96B → $6.4B (-$555M)

19% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 116

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
94
Reduced
116
Closed
32
Calls
$10.1M
Puts
$10.6M
Net Calls
-$482K
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Avior Wealth Management
Nebraska
$88.7K
TCOV
252
Trust Company of Vermont
Vermont
$79K
VanEck Associates
253
VanEck Associates
New York
$78K +$33K +306 +62%
EWA
254
EverSource Wealth Advisors
Alabama
$71.9K -$53.5K -496 -41%
UB
255
UMB Bank
Missouri
$67.5K -$3.45K -32 -4%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$60K -$37.7K -350 -37%
CA
257
Clearstead Advisors
Ohio
$59.3K -$17.9K -166 -22%
ACA
258
Atlas Capital Advisors
Wyoming
$59.3K
MHR
259
Matthew Hamilton Rosenberg
$57.4K
BCV
260
Banque Cantonale Vaudoise
Switzerland
$55K +$60.3K +560 New
BCWM
261
Bartlett & Co Wealth Management
Ohio
$51.8K
ABWM
262
Alpine Bank Wealth Management
Colorado
$46.8K +$51.1K +474 New
PA
263
Parallel Advisors
California
$45.9K -$21K -195 -30%
PB
264
Pinnacle Bancorp
Nebraska
$42.3K
LWCFA
265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.5K
LC
266
Lindbrook Capital
California
$30.1K -$2.05K -19 -6%
CFGS
267
Concourse Financial Group Securities
Alabama
$26.9K -$1.83K -17 -6%
OA
268
Operose Advisors
Wisconsin
$26.6K
JEST
269
JTC Employer Solutions Trustee
Jersey
$25K
POIA
270
Pin Oak Investment Advisors
Texas
$25K
GRP
271
Global Retirement Partners
California
$21.8K
MG
272
Mather Group
Illinois
$20.3K -$5.82K -54 -21%
AF
273
Allworth Financial
California
$19.8K -$1.19K -11 -5%
BIG
274
Brooklyn Investment Group
New York
$18.4K +$20K +186 New
PPC
275
Park Place Capital
Alabama
$16.5K -$5.82K -54 -24%

FMX Hedge Fund Activity: Q3 2024 in Review

312 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2024, worth a combined $6.4B — down 8% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FMX positions and 32 closed out — a net gain of 8 holders — while 94 added to existing stakes and 116 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $99.5M. The largest seller was Allspring Global Investments, cutting an estimated $63.8M.

  • 312 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2024, up from 307 in Q2 2024.
  • Funds reported $6.4B of Fomento Económico Mexicano stock for Q3 2024, down 8% quarter-over-quarter.
  • 40 funds opened new Fomento Económico Mexicano positions in Q3 2024 and 32 closed out, a net change of +8 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2024 was First Eagle Investment Management, an estimated $99.5M added.
  • The largest Fomento Económico Mexicano seller in Q3 2024 was Allspring Global Investments, an estimated $63.8M sold.

Based on aggregated 13F filings for Q3 2024.